NIM
MRSH

NEOS Investment Management’s Marsh MRSH Stock Holding History

NEOS Investment Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
78,716
+8,356
+12% +$1.4M 0.05% 226
2026
Q1 		$12.2M Buy
70,360
+1,957
+3% +$352K 0.06% 213
2025
Q4 		$12.7M Buy
68,403
+5,449
+9% +$1.02M 0.07% 195
2025
Q3 		$12.7M Buy
62,954
+20,956
+50% +$4.31M 0.1% 176
2025
Q2 		$9.18M Buy
41,998
+8,916
+27% +$2.01M 0.11% 162
2025
Q1 		$8.07M Buy
33,082
+6,260
+23% +$1.42M 0.15% 140
2024
Q4 		$5.7M Buy
26,822
+6,216
+30% +$1.38M 0.13% 142
2024
Q3 		$4.6M Buy
20,606
+4,060
+25% +$901K 0.14% 138
2024
Q2 		$3.49M Buy
16,546
+4,980
+43% +$1.02M 0.14% 130
2024
Q1 		$2.38M Buy
11,566
+4,584
+66% +$914K 0.15% 133
2023
Q4 		$1.32M Buy
6,982
+1,771
+34% +$342K 0.13% 154
2023
Q3 		$992K Buy
+5,211
New +$999K 0.13% 148

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NEOS Investment Management's MRSH Position: Q2 2026 in Review

NEOS Investment Management increased its Marsh (MRSH) stake by 12% in Q2 2026, buying an estimated $1.4M and bringing the position to 78,716 shares worth $13.1M. The position accounts for 0.05% of the portfolio, ranked #226.

NEOS Investment Management first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • NEOS Investment Management held 78,716 shares of Marsh worth $13.1M as of Q2 2026.
  • NEOS Investment Management bought 8,356 Marsh shares in Q2 2026, an estimated $1.4M.
  • Marsh made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #226 holding.
  • NEOS Investment Management first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.